See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,546 | $209,411-38.1% | $178,490-27.4% | $158,922-18.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 16.26% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,993 | $5,706-65.1% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $3,573 | $5,954-40.0% | $5,202-31.3% | $5,982-40.3% |
| Admin fee / account holder | $1,362 | $17,074-92.0% | $13,984-90.3% | $11,246-87.9% |